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ARGOS WEALTH ADVISORS LLC

· CRD 144481 · IAPD ↗ · argoswealth.com · 707-633-9063

$1.04BRegulatory AUM
10Advisory reps
11Employees
0Clients
101-250Planning clients
1Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — ARGOS WEALTH ADVISORS LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — ARGOS WEALTH ADVISORS LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — ARGOS WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($897.2M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
71
April 2025 — ARGOS WEALTH ADVISORS LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — ARGOS WEALTH ADVISORS LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — ARGOS WEALTH ADVISORS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.